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Designing Banking Around Life Moments, AI and Real Customer Experience

In this episode, we explore how banks can move beyond transactional journeys to design experiences anchored in life moments, trust, and long term value. James Buchanan, Founder of Hidden Strategy joins Mark Dearman, Director of Industry Banking Solutions at FintechOS and Byron Levin, Head of Pre Sales at FintechOS, for a candid discussion on what it takes to modernize customer experience in regulated financial services environments.

Drawing on experience across financial services, travel, retail, and emerging technology ventures, James shares a pragmatic perspective on designing for complex…

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